VisionPoint Advisory Group
OEF icon

VisionPoint Advisory Group’s iShares S&P 100 ETF OEF Stock Holding History

VisionPoint Advisory Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-13,021
Closed -$332K – 494
2026
Q2 		$332K Buy
13,021
+106
+0.8% +$38K 0.05% 332
2026
Q1 		$327K Buy
+12,915
New +$4.33M 0.06% 313

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VisionPoint Advisory Group's OEF Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of iShares S&P 100 ETF (OEF) in Q3 2026, closing a stake of 13,021 shares — an estimated $332K sold.

VisionPoint Advisory Group first reported a position in OEF in Q1 2026 and held it in 2 quarters. The position peaked at $332K in Q2 2026. 313 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining iShares S&P 100 ETF position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 13,021 iShares S&P 100 ETF shares in Q3 2026, an estimated $332K.
  • VisionPoint Advisory Group first reported a position in iShares S&P 100 ETF in Q1 2026 and held it in 2 quarters.
  • VisionPoint Advisory Group's iShares S&P 100 ETF position peaked at $332K in Q2 2026.
  • 313 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.